Diversify Advisory Services’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$695K Buy
+5,406
New +$671K 0.01% 767
2026
Q1
Sell
-4,437
Closed -$526K 551
2025
Q4
$526K Buy
4,437
+116
+3% +$12.9K 0.02% 587
2025
Q3
$474K Buy
4,321
+124
+3% +$13.5K 0.02% 581
2025
Q2
$453K Buy
4,197
+183
+5% +$18.2K 0.02% 569
2025
Q1
$388K Buy
4,014
+438
+12% +$46.1K 0.02% 414
2024
Q4
$375K Buy
3,576
+1,636
+84% +$178K 0.02% 434
2024
Q3
$206K Buy
+1,940
New +$198K 0.01% 599

Other funds holding IVOO

Diversify Advisory Services's IVOO Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026: 5,406 shares worth $695K. The stake represents 0.01% of the portfolio and ranks #767 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IVOO as recently as Q4 2025.

Diversify Advisory Services first reported a position in IVOO in Q3 2024 and has held it in 7 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Diversify Advisory Services held 5,406 shares of Vanguard S&P Mid-Cap 400 ETF worth $695K as of Q2 2026.
  • Vanguard S&P Mid-Cap 400 ETF was a new Diversify Advisory Services position in Q2 2026.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #767 holding.
  • Diversify Advisory Services first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2024 and has held it in 7 quarters since.
  • 343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.